Metrics Collection CVITP Tax Clinic Volunteer

CVITP Tax Clinic Volunteer 

The tax clinic volunteer roles support a welcoming, organized, and accessible community tax clinic under the oversight of Centre for Newcomers as a part of CVITP (Community Volunteer Income Tax Program, CRA). Volunteers work collaboratively, protect client privacy, follow clinic procedures, and adhere to the scope of the role. 

Expectations for all roles
•	Provide respectful, patient, and inclusive service to all clients.
•	Protect personal and financial information and follow confidentiality requirements.
•	Attend orientation and role-specific training and follow the direction of clinic leadership.
•	Arrive on time, communicate absences promptly, and remain flexible during busy periods.
•	Must be available between December 2026 – May 2027
•	Maintain clear handoffs and report concerns, incidents, or process issues to the tax clinic lead, CFN Volunteer Coordinator.

Metrics Collection

Role purpose: Collect, verify, and securely record approved tax clinic service data so clinic activity can be accurately monitored and reported.
Reporting to the Metrics & Tax Room Operations Coordinator and working closely with front desk and tax preparation volunteers.
Key responsibilities
•	Check intake forms for administrative completeness and return incomplete items to tax preparer or client as appropriate/needed.
•	Record data accurately and promptly using Appenate. All forms must be entered within 24 hours.
•	Review entries for completeness and consistency and flag missing information or discrepancies to the Metrics & Tax Room Operations Coordinator.
•	Reconcile daily totals with appointment and tax preparation records.
•	Follow clinic procedures for record retention, access, and secure disposal.
Skills and qualities
•	Strong attention to detail, accuracy, promptness and organization.
•	Comfort using online reporting tools.
•	Ability to follow standardized definitions and data collection procedures.
•	Sound judgment and discretion when handling confidential information.
•	Ability to identify inconsistencies and ask timely questions.
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Practical expectations: Must be over 18 years old. This role is onsite and may involve seated data entry as well as moving between the front desk and tax preparation areas to collect information. Registration with CVITP and a Police Information Check completed within the past three years are required.